Wealthcare Financial Group, LLC
Pennsylvania
Registered In
11/21/2001
Incorp. Date
Company Summary
Wealthcare Financial Group, LLC in Newtown Square, PA was registered on 11/21/2001. It is listed at 17 Bishop Hollow Rd STE B, Newtown Square, Pa 19073.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
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17 BISHOP HOLLOW RD STE B, NEWTOWN SQUARE, PA 19073
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Financial Information for Wealthcare Financial Group, LLC
Form 5500
WEALTHCARE FINANCIAL GROUP, LLC
500d Abbott Drive, Broomall, Pa 19008 (610) 544-6100 EIN:51-0426821 Plan Admin:Timothy Sundstrom| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWEALTHCARE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$746,142 / $678,373 | 2022 | WEALTHCARE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $746,142 / $678,373 |
| 2021 | Plan NameWEALTHCARE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$585,506 / $746,142 | 2021 | WEALTHCARE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 2 / 4 | $585,506 / $746,142 |
| 2020 | Plan NameWEALTHCARE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$434,405 / $585,506 | 2020 | WEALTHCARE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $434,405 / $585,506 |
| 2019 | Plan NameWEALTHCARE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$316,254 / $434,405 | 2019 | WEALTHCARE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $316,254 / $434,405 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTHCARE FINANCIAL GROUP, LLC
500 Abbott Dr, Broomall, Pa 19008-4301 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$24,200 Forgiven$24,472 LenderPNC Bank, National Association Jobs2 | 05/01/2020 | $24,200 | $24,472 | PNC Bank, National Association | 2 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration
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